Integration
Connect Formstack Documents and Microsoft OneNote
When New Merged Document fires in Formstack Documents, your agent runs Get note in Microsoft OneNote, or New notebook in Microsoft OneNote to Create Document in Formstack Documents. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Formstack Documents and Microsoft OneNote to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Formstack Documents and Microsoft OneNote can do together
From Formstack Documents to Microsoft OneNote
When New Merged Document in Formstack Documents
then Get note in Microsoft OneNote
When New Merged Document in Formstack Documents
then List notes in Microsoft OneNote
From Microsoft OneNote to Formstack Documents
When New notebook in Microsoft OneNote
then Create Document in Formstack Documents
When New Note in Section in Microsoft OneNote
then Update Document in Formstack Documents
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Formstack Documents and Microsoft OneNote
Triggers and actions 4 triggers · 19 actions
Trigger
New Merged DocumentTriggers when a merged/populated document is created.
Action
Combine FilesJoins several files into one PDF or Word document. Give it the files in the order you want them, either as links or as base64 content, and it returns the combined file.
Action
Convert File to PDFTurns a Word, Excel, PowerPoint, image or HTML file into a PDF. Point it at the file with a link or supply the file content, and it returns the PDF.
Action
Copy DocumentMakes a copy of one of your Formstack Documents templates under a new name, and returns the new document with its merge key, merge URL and available merge fields.
Action
Create Data RouteCreates a data route in Formstack Documents — a single endpoint that sends one set of data to several documents at once, following the rules you give it. Returns the new route with the URL to post data to.
Action
Create Data Route MergeSends one set of data into a Formstack Documents data route, which merges it into every document the route's rules select. Optionally returns the finished documents in the response.
Action
Create DocumentCreates a new document template in Formstack Documents from HTML or from an uploaded PDF, Word, Excel or PowerPoint file, and returns its merge URL and the merge fields found in it.
Action
Delete Data RouteDeletes a data route from Formstack Documents. The documents the route pointed at are not deleted.
Action
Delete DocumentDeletes a document template from Formstack Documents.
Action
Get Data RouteReturns one Formstack Documents data route, with its name, its merge URL and the rules that decide which documents the data goes to.
Action
Get DocumentReturns one document template from Formstack Documents, with its name, type, output format, merge URL and — for HTML templates — the template's HTML.
Action
Get Document FieldsReturns the merge fields found in a Formstack Documents template, so you know which names to send when merging data into it.
Action
List Data RoutesReturns your Formstack Documents data routes, each with its name, key and the URL to send data to.
Action
List DocumentsReturns your Formstack Documents templates, each with its name, type, output format and merge URL.
Action
Update Data RouteUpdates a Formstack Documents data route — its name, folder, or the rules that decide which documents receive the data. Anything you leave blank stays as it is.
Action
Update DocumentUpdates a Formstack Documents template — its name, folder, output format, filename or the template content itself. Anything you leave blank stays as it is; the template type cannot be changed.
Trigger
New notebookTriggers when a new OneNote notebook is created in your account.
Trigger
New Note in SectionTriggers when a new note (page) is created in the chosen OneNote section.
Trigger
New sectionTriggers when a new section is created in any of your OneNote notebooks.
Action
Delete notePermanently deletes a OneNote page (note) from your notebooks.
Action
Get noteReturns the details of a OneNote page (note), including its title, links, parent section and timestamps.
Action
Get notebookReturns a OneNote notebook's details, including its name, owner, sharing status and links to open it.
Action
List notesReturns the OneNote pages (notes) across all of the signed-in user's notebooks, newest-changed first by default.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Formstack Documents and Microsoft OneNote, answered
What can start an automation from Formstack Documents?
Any of Formstack Documents's 1 trigger in the catalog, including New Merged Document. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Microsoft OneNote when something happens in Formstack Documents?
Any of Microsoft OneNote's 4 actions, including Get note, Get notebook, List notes and Delete note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Microsoft OneNote to Formstack Documents?
Yes. When something happens in Microsoft OneNote, your agent can act in Formstack Documents too. This page covers both directions: Microsoft OneNote's triggers and Formstack Documents's actions are listed here as well.
Do I have to build a connector for Formstack Documents or Microsoft OneNote?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Formstack Documents and Microsoft OneNote without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.